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Wisdomtree Floating Rate Treasury Fund shares owned by Axiom Advisory

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Axiom Advisory from 13F filings

Historical chart of Axiom Advisory investment in Wisdomtree Floating Rate Treasury Fund

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Floating Rate Treasury Fund held by Axiom Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Axiom Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 28k 50.35
2024-06-30 $1.4M 29k 50.40

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Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Morgan Stanley
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
BIP Wealth
UBS Group
Raymond James Financial
Captrust Financial Advisors
Serenus Wealth Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Raymond James Financial Services Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund